NewEdge Wealth’s Itaú Unibanco ITUB Stock Holding History

NewEdge Wealth’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Sell	21,784 -6,278	-22%	-$52K	﹤0.01%	1196
2026 Q1	$235K	Buy	28,062 +6,392	+29%	+$53.5K	﹤0.01%	1037
2025 Q4	$155K	Sell	21,670 -41	-0.2%	-$292	﹤0.01%	1165
2025 Q3	$158K	Buy	21,711 +980	+5%	+$6.47K	﹤0.01%	1002
2025 Q2	$137K	Sell	20,731 -22,802	-52%	-$139K	﹤0.01%	945
2025 Q1	$232K	Buy	43,533 +12,383	+40%	+$62.3K	﹤0.01%	848
2024 Q4	$136K	Sell	31,150 -9,203	-23%	-$47.4K	﹤0.01%	898
2024 Q3	$237K	Sell	40,353 -1,370	-3%	-$7.72K	﹤0.01%	791
2024 Q2	$215K	Sell	41,723 -808	-2%	-$4.42K	﹤0.01%	717
2024 Q1	$235K	Buy	42,531 +2,749	+7%	+$16.5K	0.01%	725
2023 Q4	$244K	Buy	+39,782	New	+$211K	0.01%	668

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Wealth's ITUB Position: Q2 2026 in Review

NewEdge Wealth reduced its Itaú Unibanco (ITUB) stake by 22% in Q2 2026, selling an estimated $52K and leaving 21,784 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

NewEdge Wealth first reported a position in ITUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $244K in Q4 2023. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

NewEdge Wealth held 21,784 shares of Itaú Unibanco worth $178K as of Q2 2026.
NewEdge Wealth sold 6,278 Itaú Unibanco shares in Q2 2026, an estimated $52K.
Itaú Unibanco made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1196 holding.
NewEdge Wealth first reported a position in Itaú Unibanco in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Itaú Unibanco position peaked at $244K in Q4 2023.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.